[Feature Request] Automation trigger for Smart Docs signing

David_Zisner
David_Zisner Member Posts: 28 VERIFIED MEMBER
Third Anniversary 5 Up Votes 10 Comments Photogenic
edited July 2022 in Ideas and Product Feedback #1

The smart docs eSignatures are a great way to streamline clients' signing on proposals and quotes.

However currently we can't get a trigger from Pipedrive (either in Workflow automation or via API / Zapier / Integromat) when a document has been signed.

Having such an automation trigger will enable to kickstart onboarding workflows automatically once a contract has been signed by all parties inside Pipedrive.

Could anyone else make use of such an automation trigger?

Tagged:
4
Up
4 votes

· Last Updated -

Comments

  • Amanda Witz
    Amanda Witz Member Posts: 11 VERIFIED MEMBER
    Second Anniversary 10 Comments Name Dropper
    edited April 2022 #2

    This would be super helpful to move deals along to won deals.

  • Mathias Brask
    Mathias Brask Member Posts: 51 VERIFIED MEMBER
    First Comment 5 Likes Name Dropper Photogenic
    edited June 2022 #3

    Exactly David! The entire idea of Pipedrive is to "make sales smarter", and without triggers for signed documents, we are back to manual work, and data-checking compared to a workflow, that automatically notifies a team member or even starts an onboarding process. That could be "sending out an email" or "create new project".

     

  • Dino Valdez
    Dino Valdez Member Posts: 2 VERIFIED MEMBER
    Photogenic First Comment
    edited July 2022 #4

    I also need...

    need to be able to move deals to a specific stage once contract signed.

  • Stuart
    Stuart Member Posts: 8 VERIFIED MEMBER
    Name Dropper First Comment Photogenic
    #5

    August 2023 are we any closer to achieving this PD? Would complete my process implementation nicely.

  • Jörgen Sjöstrand_231
    Jörgen Sjöstrand_231 Member Posts: 80 VERIFIED MEMBER
    Fourth Anniversary Solution Provider Photogenic First Comment
    #6

    Second that Stuart..

  • Carlos Horno
    Carlos Horno Member Posts: 2 VERIFIED MEMBER
    First Comment
    #7

    do we have this feature?? we would love an automation when the contract is signed... so we can trigger different actions


    Thanks

  • Petr Vojtechovsky
    Petr Vojtechovsky Member Posts: 4 VERIFIED MEMBER
    First Comment Photogenic
    #8

    We need tihis as well. Absolute MUST.

Categories